Never Miss a Property Lead Again

Learn how to automate property lead management using Pabbly Connect to integrate Google Sheets, Gmail, and more for efficient lead tracking. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Property Lead Automation

To start automating your property lead management, you need to access Pabbly Connect. This powerful tool allows you to integrate various applications seamlessly. If you’re a new user, visit pabbl.com/connect to sign up for free and get 100 tasks every month.

After signing up, navigate to the workflow builder in Pabbly Connect. This area is crucial as it allows you to set up triggers and actions that automate your processes. Triggers initiate the workflow, while actions define what happens next. Once you’re in the workflow builder, you’re ready to create your first automation.

2. Setting Up the Trigger in Pabbly Connect

In Pabbly Connect, the first step is to set up a trigger that captures property inquiries. Click the ‘Add Trigger’ button and search for ’99 acres’ as the application. Select ‘New Leads’ as the event and connect it.

• Add Trigger: Click on the ‘Add Trigger’ button.
• Select Application: Search and select ’99 acres’.
• Choose Event: Select ‘New Leads’ and click connect.

After connecting, you will receive a webhook URL. This URL must be configured in your 99 acres account. Contact your account manager to add this URL, allowing you to receive lead information automatically whenever a new lead is created.

3. Capturing Lead Data with Pabbly Connect

Once the webhook is set up, Pabbly Connect will capture lead data from 99 acres. When a new lead expresses interest, their details will automatically populate in the Pabbly interface. This eliminates the need to manually check your inbox for new inquiries.

After receiving the lead data, you can proceed to add this information to your Google Sheets. To do this, click on ‘Add New Action Step’ and search for ‘Google Sheets’. Select it and choose ‘Add New Row’ as the event.

• Select Action: Choose ‘Google Sheets’ for the action.
• Event Selection: Choose ‘Add New Row’ for the action event.
• Connect Account: Sign in to Google and allow permissions.

After selecting your spreadsheet and sheet, you can map the lead details directly from the previous step. This dynamic mapping ensures that every new lead is accurately recorded in your Google Sheets.

4. Mapping Lead Details for Google Sheets

In this section, you will map the lead details in Pabbly Connect to your Google Sheets. Choose the spreadsheet where you want to store the leads, such as ‘Real Estate Leads’, and select the corresponding sheet.

Mapping involves inserting data from the previous step into your Google Sheets. For example, you can map the first name, last name, email, phone number, and other relevant details. Use the slash (/) to search and map each field easily.

Map First Name: Use the slash to search for and map the first name. Map Last Name: Repeat the process for the last name. Map Other Details: Continue mapping other fields like email and phone.

Once all details are mapped, click ‘Save and Send Test Request’. You will receive a confirmation that the details have been successfully added to your Google Sheets, ensuring you never miss a property lead again.

5. Expanding Your Automation with Pabbly Connect

With the initial automation complete, Pabbly Connect allows you to expand your options further. You can add additional actions such as sending automated emails, SMS, or WhatsApp messages to the leads. This helps in nurturing the leads effectively.

Consider integrating your CRM as an action application. This way, your team can access lead details directly from their CRM, streamlining the follow-up process. You can also automate reminders for follow-ups, ensuring that no lead is left unattended.

Integrate CRM: Add your CRM as an action application. Automate Messages: Set up automated emails or SMS to engage leads. Schedule Follow-ups: Create reminders for follow-up actions.

This comprehensive approach to lead management will help you convert inquiries into clients effectively. By utilizing Pabbly Connect, you can ensure that you never miss a property lead again, enhancing your real estate business.

Conclusion

In conclusion, using Pabbly Connect for automating property lead management is a game changer. By integrating applications like Google Sheets and 99 acres, you can efficiently track leads and ensure timely follow-ups. This automation not only saves time but significantly improves your chances of converting leads into clients. Start using Pabbly Connect today to streamline your lead management process.